San Luis Wealth Advisors’s Wells Fargo WFC Stock Holding History

San Luis Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,529	Closed	-$459K	–	166
2024 Q4	$459K	Sell	6,529 -2,289	-26%	-$156K	0.09%	100
2024 Q3	$498K	Sell	8,818 -2,505	-22%	-$142K	0.1%	96
2024 Q2	$672K	Buy	+11,323	New	+$668K	0.16%	59
2022 Q2	–	Sell	-31,923	Closed	-$1.53M	–	425
2022 Q1	$1.53M	Buy	+31,923	New	+$1.71M	0.75%	31
2021 Q4	–	Sell	-18,511	Closed	-$859K	–	164
2021 Q3	$859K	Buy	+18,511	New	+$857K	0.48%	60

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Luis Wealth Advisors's WFC Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 6,529 shares — an estimated $459K sold.

San Luis Wealth Advisors first reported a position in WFC in Q3 2021 and held it in 5 quarters. The position peaked at $1.53M in Q1 2022. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

San Luis Wealth Advisors reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 6,529 Wells Fargo shares in Q1 2025, an estimated $459K.
San Luis Wealth Advisors first reported a position in Wells Fargo in Q3 2021 and held it in 5 quarters.
San Luis Wealth Advisors's Wells Fargo position peaked at $1.53M in Q1 2022.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.